Sales and Operations Coordinator
1 day ago
Windward Capital Management Company is a well-established financial services firm based in West Los Angeles. We offer investment advice to high net worth and institutional clients, including personal investors, IRA accounts, profit sharing plans, corporations, trusts, and foundations. Our company consists of two operating entities: an SEC Registered Investment Advisor and a full-service FINRA registered introducing broker dealer and licensed insurance agency serving retail and institutional clients.
Job Description
This is a fast-paced industry dealing with highly confidential information. As a Sales and Operations Coordinator, you will assist the CEO and other registered representatives in servicing their clients on a daily basis. This includes setting up meetings, responding to customer inquiries, preparing presentation packages for client meetings, and performing trade order entry and release. You will also help open customer accounts, input data for the operations area, and communicate with customers. Additional responsibilities may include working knowledge of back office brokerage systems and proficiency with Microsoft Office (Excel and Word).
Benefits
This is a full-time permanent position offering a competitive salary range of $65,000-$85,000 per year, based on experience. In addition to a comprehensive compensation package, we offer opportunities for professional growth and development in a dynamic and supportive work environment.
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